Woodard & Company Asset Management Group, Inc.

Woodard & Company Asset Management Group, Inc. Woodard & Company Asset Management Group, Inc. Our corporate philosophy is to provide discretionary asset management using traditional

(WCAMG) is an independent and privately owned Registered Investment Advisory firm established in Winston-Salem in 1985. The corporate philosophy of WCAMG is to provide discretionary asset management using traditional investment mediums for individuals and institutions that emphasize sound fundamental values and principles. We do not perform financial, tax, or estate planning for our clients, we invest and manage portfolios. We work closely with clients to establish investment objectives and determine portfolio policies that best fit their objectives. The focus of our organization is the management of our clients’ investment portfolios.

New episode out now.The third quarter was a choppier stretch, and the bond market was the story. John and John Woodard J...
10/09/2026

New episode out now.

The third quarter was a choppier stretch, and the bond market was the story. John and John Woodard Jr. break down the Fed's first rate hike since 2023, a 10-Year Treasury at levels not seen since 2002, and why corporate earnings still have them optimistic heading into year end.

Listen now wherever you get your podcasts.

John's Weekly Pick this week: Beef Tallow

Listen Here:
https://TheGenerationalInvestors.podbean.com/e/q3-recap-rates-rise-and-the-market-holds/
Watch Here:
https://youtu.be/UrKZCHlN2Lo

Episode 20 is live.Most people believe at least one thing about their money that simply is not true. John and Matthew Bl...
09/25/2026

Episode 20 is live.

Most people believe at least one thing about their money that simply is not true. John and Matthew Blades, CFP® go rapid-fire through the misconceptions they hear most often from clients, from Social Security and Medicare to tax brackets and retirement accounts.

Some of these are harmless. A few of them are expensive.

Listen now wherever you get your podcasts.

John's Weekly Pick this week: cast iron and stainless steel cookware.

Watch Here:
https://youtu.be/tDi7jrd6ktE

Listen Here:
https://TheGenerationalInvestors.podbean.com/e/common-misconceptions-in-personal-finance-with-matthew-blades-cfp%c2%ae/

Episode 19 is live.If you are over seventy and give to charity, there is a strategy in the tax code that most people hav...
09/11/2026

Episode 19 is live.

If you are over seventy and give to charity, there is a strategy in the tax code that most people have never heard of. John sits down with WCAMG CFO and CPA Joan Woodard to break down Qualified Charitable Distributions: how they work, who qualifies, the limits, and the year-end deadline.

They also cover how a QCD can lower your Medicare premiums, and what changed this year under the new charitable giving rules.

Listen now wherever you get your podcasts.

John's Weekly Pick this week: walking.

Always Buy Quality and Diversify®

Watch Here:
https://youtu.be/Df-JZ3xp7-o?si=vGK-IWyLyay5v7Ov

Listen Here:
https://TheGenerationalInvestors.podbean.com/e/charitable-giving-in-2026-qcds-and-the-new-rules-with-joan-woodard-cpa/

New episode out now.This week, John sits down with his father, WCAMG founder and president John Woodard Jr., to tell the...
08/28/2026

New episode out now.

This week, John sits down with his father, WCAMG founder and president John Woodard Jr., to tell the story behind the four words that close every episode of this show: Always Buy Quality and Diversify. John Jr. shares real examples of what happens to a portfolio when quality or diversification is missing, and how that same philosophy comes to life today in the firm's Market Leaders Portfolio.

Over four decades later, the idea has never changed.

Listen now wherever you get your podcasts.

John's Weekly Pick this week: Daingerfield's at Westglow in Blowing Rock.

Watch Here:
https://youtu.be/4tGt8BUwfBI?si=XxGmOjLQF86ZxdvC

Listen Here:
https://TheGenerationalInvestors.podbean.com/e/always-buy-quality-and-diversify%c2%ae-the-story-behind-our-motto/

In Episode 18 of The Generational Investors, host John Woodard III ...

New episode out now.This week, John sits down with a good friend of the firm, Stu Epperson Jr., founder and president of...
08/14/2026

New episode out now.

This week, John sits down with a good friend of the firm, Stu Epperson Jr., founder and president of The Truth Network and host of the nationally syndicated Truth Talk. Stu shares his journey into broadcasting, why he has always seen the work as a calling rather than a career, and the role that faith and gratitude have played in building a network that reaches more than 400 affiliates nationwide.

A conversation about purpose, positivity, and building something that matters.

Listen now wherever you get your podcasts.

John's Weekly Pick this week: the power of prayer.

Watch Here:
https://www.youtube.com/watch?v=clUvF55arKA
Listen Here:
https://TheGenerationalInvestors.podbean.com/e/faith-meets-business-a-conversation-with-stu-epperson/

New episode out now.After a turbulent first quarter, the market roared back in Q2. John and John Woodard Jr. break down ...
07/31/2026

New episode out now.

After a turbulent first quarter, the market roared back in Q2. John and John Woodard Jr. break down one of the strongest quarters for investors in years: the S&P 500 up 14.9 percent, the Dow closing at a record high, and small caps surging more than 21 percent.

They cover the earnings and AI-driven demand behind the rally, the Fed under new Chairman Kevin Warsh, the strengthening dollar, and what could lie ahead in the second half.

Listen now wherever you get your podcasts.

John's Weekly Pick this week: farming.

Watch Here:
https://youtu.be/aDkTREhFFKE

Listen Here:
https://TheGenerationalInvestors.podbean.com/e/q2-2026-recap-the-market-roars-back/

In Episode 16 of The Generational Investors, host John Woodard III ...

Episode 15 is live.The new Trump Accounts are here, and the details matter more than the headlines. John and Matthew Bla...
07/17/2026

Episode 15 is live.

The new Trump Accounts are here, and the details matter more than the headlines. John and Matthew Blades, CFP® break down the $1,000 government contribution, the contribution rules, the fine print families miss, and who should actually open one.

Available now on YouTube, Spotify, Apple Podcasts, Amazon Music, and iHeartRadio.

John's Pick of the Week: ketosis and the keto diet.

Always Buy Quality and Diversify®

Watch Here:
https://youtu.be/mACF2BNocjA
Listen Here:
https://thegenerationalinvestors.podbean.com/e/understanding-accounts/

Our new website is live!!Visit wcamg.com for a clearer look at who we are and how we serve our clients. Founded in 1985,...
07/10/2026

Our new website is live!!

Visit wcamg.com for a clearer look at who we are and how we serve our clients. Founded in 1985, Woodard & Company is an independent, fee-only fiduciary serving individuals, families, and institutions across the Piedmont Triad and beyond.

Come take a look www.wcamg.com!

America at 250: The History of Wall StreetIn this special Fourth of July edition of The Generational Investors, host Joh...
07/03/2026

America at 250: The History of Wall Street

In this special Fourth of July edition of The Generational Investors, host John Woodard III celebrates America's 250th birthday with the story of the American stock market, from its humble birth under a buttonwood tree on Wall Street in 1792 to the global powerhouse it is today.

As the nation marks 250 years of independence, John walks through the founding of the New York Stock Exchange, the original handful of securities that started it all, and the oldest company still trading today, one founded by Alexander Hamilton before the Constitution was even ratified. Along the way he marks the milestones that shaped modern investing, including the creation of the Dow Jones Industrial Average in 1896 and the rise of the S&P 500, and shares a series of striking then-and-now comparisons. How many millionaires America had at its founding versus today, how stock ownership went from a privilege of the few to a habit of the many, and what a single share of the nation's oldest stock would be worth if it had never split.

It is a story of resilience, growth, and the long arc of American prosperity, fitting for a nation turning 250. John's Weekly Pick this week: a reverse osmosis water filter.

Watch Here:
https://www.youtube.com/watch?v=CPfvvIAcBcY

Listen Here:
https://TheGenerationalInvestors.podbean.com/e/america-at-250-the-history-of-wall-street/

In this special Fourth of July edition of The Generational Investor...

In Episode 12 of The Generational Investors, host John Woodard III sits down with advisor Matthew Blades, CFP® to break ...
06/08/2026

In Episode 12 of The Generational Investors, host John Woodard III sits down with advisor Matthew Blades, CFP® to break down the most important numbers in retirement. Retirement is not a single date on a calendar. It is a series of them, and missing one can cost you thousands in penalties or missed opportunities.

Matt also tackles the magic number debate, the popular idea that everyone should be chasing one specific dollar figure in their retirement accounts, and explains why the real answer is more nuanced than a single target. From there he walks through the key ages that matter, from penalty-free access at 59½, to Social Security and Medicare decisions in your sixties, to Required Minimum Distributions, Qualified Charitable Distributions, and more. If you are approaching retirement or helping someone navigate it, this is the roadmap you have been looking for.

John's Weekly Pick this week: Weight Lifting.

Watch Here:
https://www.youtube.com/watch?v=XGzLTPjhszs

Listen Here:
https://thegenerationalinvestors.podbean.com/e/the-magic-numbers-of-retirement-with-matthew-blades-cfp%c2%ae/

In Episode 12 of The Generational Investors, host John Woodard III ...

Address

117 Kinderton Boulevard
Bermuda Run, NC
27006

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+13369987000

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